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Entries from September 2018

Mannatech Is Still Cheap

September 25th, 2018 · Comments Off on Mannatech Is Still Cheap

Actually still surprisingly cheap with a sales multiple of just 0.3, especially given a substantial dividend yield. However, there is no growth and no profits and cash generation also looks in danger. Unless the company can revive its fortunes the shares will have limited upside, but if they do manage to increase growth, the upside […]

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Tags: MTEX

Pareteum Is Booming

September 25th, 2018 · Comments Off on Pareteum Is Booming

Pareteum is booming, yet shareholders have to exert a little more patience as the share count is ten-folding in the space of a couple of years. The acquisition of Artilium is giving the company another boost, and contracts are coming in fast with backlog ballooning. We think that ultimately this is going to provide against […]

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Tags: TEUM

The U.S. Is Ignoring The Progress China Has Made

September 25th, 2018 · Comments Off on The U.S. Is Ignoring The Progress China Has Made

China has a reputation for being a currency manipulator, having mercantilist trade practices, glaring disrespect for IP and depending on exports for growth. While these things were all true in the recent past, today much of this doesn’t hold much water anymore and in other fields there have been real improvements. Denying this progress and […]

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Tags: China · Trade

Inovalon Got It All To Show

September 25th, 2018 · Comments Off on Inovalon Got It All To Show

Given the opportunities for profits for entrenched players in the US healthcare system, we expected a SaaS player with incredible datasets to be one of these. Despite continuously increasing these datasets and the functionality of the platform, the company isn’t thriving financially. Not even the transition to SaaS has done the trick, but we don’t […]

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Tags: INOV

Investors Keep Ignoring The Trade War

September 25th, 2018 · Comments Off on Investors Keep Ignoring The Trade War

For now, it has paid off buying the dips induced by increasing trade tensions. But as the economic damage of every new round of escalation increases, one can’t count on that to continue. The next escalation will present a binary option, and we think it’s wise to raise a little cash in advance. Source: Investors […]

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Tags: The Markets · Trade

The Rubicon Project Seems Like A Viable Project To Us

September 25th, 2018 · Comments Off on The Rubicon Project Seems Like A Viable Project To Us

The company has made a successful shift towards header-bidding, where it has acquired and developed a couple of advantages. While revenues are still hampered by the elimination of the buy-side fee, there is a tailwind from the programmatic ad market. And their ad spend is accelerating, with mobile, audio and video as drivers. We think […]

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Tags: RUBI

Smith Micro Software Turns Profitable

September 20th, 2018 · Comments Off on Smith Micro Software Turns Profitable

The company managed to squeeze its first (non-GAAP) profitability in quite a while and things look set to improve from here. As a white label solution, it has an interesting opportunity with carriers, most notably Sprint which is actively promoting its SafePath app. SafePath is in a competitive space, so it has to keep improving […]

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Tags: SMSI

Senseonics Revenues Are Set To Explode

September 20th, 2018 · Comments Off on Senseonics Revenues Are Set To Explode

Their continuous glucose monitoring sensor Eversense is set to take the considerable market share and even broaden it as it has important advantages. So expect some explosive revenue growth in the coming years. However, the company will still produce substantial losses and cash burn and it’s difficult to see with any kind of precision when […]

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Tags: SENS

Tandem Diabetes Care’s Parabolic Rally

September 20th, 2018 · Comments Off on Tandem Diabetes Care’s Parabolic Rally

One of the most epic stock rallies we’ve ever seen, Tandem Diabetes Care looked down and out late last year, but its fortunes have revived in the most dramatic fashion possible. The rally is even more impressive as the company increased its share count more than 4x this year and still makes considerable losses and […]

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Tags: TNDM

A Lose-Lose Trade War

September 20th, 2018 · Comments Off on A Lose-Lose Trade War

Assuming rational actors, a further escalation in the US trade war with China doesn’t make sense, as the upside is limited and the potential downside rather large. It is rational only if one assumes the US believes the damage to China is much bigger and so it will be the first to cave. It could […]

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Tags: Trade